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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $141 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,241 | $75,183+6.7% | $123,892-35.2% | $55,167+45.5% |
| Participation rate | 80.9% | 72.8%+8.1pp | 81.4%-0.5pp | 69.0%+11.9pp |
| Annual return | 10.69% | 19.01%-8.3pp | 47.52%-36.8pp | 169.23%-158.5pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,118 | $5,084-19.0% | $5,984-31.2% | $3,054+34.8% |
| Admin fee / account holder | $214 | $663-67.7% | $8,357-97.4% | $504-57.6% |